Client Service Senior Associate

1 month ago

Edinburgh, United Kingdom JPMorgan Chase & Co Full time

**JOB DESCRIPTION**

Investment Middle Office (IMOS) deals with all stages of the lifecycle for each product from broker matching, management of the client’s custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR). The IBOR provides a single, accurate investment portfolio upon which to base investment activities around and offers active views of positions for front-office functions.

**Job responsibilities**:

- Be a point of contact within the Global/Regional IBOR team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
- Ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of client reporting (IBOR)
- Maintain robust standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles
- Ownership and/or active participation of key projects or tasks to ensure the continued IMOS global strategy is maintained as required
- Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
- Ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
- Oversight and ownership, where necessary, of Reconciliations and transaction lifecycle management

**Required qualifications, capabilities and skills**:

- Demonstrated leadership experience across process, risk and control within Investment Operations (preferably, but not necessarily, Middle Office), including managing change.
- Proven ability to lead teams across multiple locations
- Extensive understanding of OTC instruments / Exchange Traded Derivatives / Fixed Income Securities / Equity products and other financial instruments
- Experience of Investment Operations (Trades, Cash and Reconciliations)
- Experience of Reconciliations and transaction lifecycle management
- Excellent problem solving skills to identify, understand and address operational and technical issues

**ABOUT US**

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

**ABOUT THE TEAM**

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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